Shannon Larson is a financial advisor with AE Wealth Management, LLC in Topeka, KS, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at OSAIC Wealth, Inc., Woodbury Financial Services, Inc., SagePoint Financial, and Eaton Vance.
AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm uses discretionary model portfolios and various investment strategies, managing approximately $49.8 billion for over 127,000 clients through a platform-focused approach.